Sun Lifetime Financial Advisors' products and services compliment those made available by the credit union, by offering financial planning, investments and insurance products.
As salaried employees of Sun Federal Credit Union, advice is based with your needs in mind.
- Retirement Planning
- 401(k) Rollovers***
- Education Funding
- Life & Disability Insurance
- Investment Management, including fee reviews/planning
- Tax-efficient Strategies*
- Wealth Transfer
- Long-Term Care Insurance
Schedule a no-cost, no obligation financial assessment to review your current financial picture, discuss goals and develop a plan to achieve those goals.
About Our Advisor
Tim Davis, Financial Advisor
Tim completed his bachelor’s degree summa cum laude from Rutgers University with a focus on economics. Prior to joining the Sun Lifetime Financial Advisor team, Tim worked for Edward Jones and was in the United States Air Force for over 11 years. Tim is married with a daughter and son. He enjoys spending time with family, fishing and reading. He is currently pursuing a Chartered Retirement Planning Counselor designation.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA /SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun Federal Credit Union and Sun Lifetime Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sun Lifetime Financial Advisors and may also be employees of Sun Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun Federal Credit Union or Sun Lifetime Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.
** Commissions are still paid by members on most product sales. The advisor is not credited the commissions, but rather receives an annual salary. The Advisor’s salary is not based on the commissions you pay, they are not motivated to sell any specific products. They consider each situation and present products and services in line with your needs and interests.
***Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.